Lists are essential to client management. You can have lists for prospects, clients, investment clients, clients who receive a newsletter, and more. There are two ways in Redtail to create lists and both options come with their own power and capabilities. Learn the difference between the two types of list to find out what works best for your end goal!
Click the link below for more information on each of the features covered in the video:
01:20 - Tag Groups
02:30 - Quicklists
04:05 - Recently Viewed Contacts
06:10 - Advanced Search
07:24 - Advanced Search - Bulk Actions
09:38 - Contact Overview